COAST ASSET MANAGEMENT, LLC

LOS ANGELES, California·11 registered advisors·CRD# 108484
SEC# 801-577580310-576-3500
01

Firm Overview

AUM
$3.4B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at COAST ASSET MANAGEMENT, LLC

11 registered advisors
Alexander Waybrant Dixon
LOS ANGELE, California
Andrew Lam Tran
LOS ANGELES, California
Christopher Dean Petitt
SANTA MONICA, California
David Ellison Smith
LOS ANGELES, California
Edward Harvey Lyman
SANTA MONICA, California
Gwendolyn Yayoi Oikawa
LOS ANGELES, California
Laura Trueba Clark
LOS ANGELES, California
Lori Dee Edwards
SANTA MONICA, California
Madhav Misra
SANTA MONICA, California
Peter Gustav Hanelt
SANTA MONICA, California
Troy Douglas Spencer
SANTA MONICA, California
05

Office Locations

SANTA MONICA, California
6 advisors
LOS ANGELES, California
4 advisors
LOS ANGELE, California
1 advisor

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Data sourced from SEC Form ADV filings. COAST ASSET MANAGEMENT, LLC (CRD# 108484) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.